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ETF comparison

SCHB vs SUSA

Both US Total Market.

Schwab U.S. Broad Market ETF · iShares ESG Optimized MSCI USA ETF

Holdings overlap

Weighted by ISIN/CUSIP
54.2 %

192 positions appear in both funds. Buying equal dollars of SCHB and SUSA would leave roughly 54.2% of each dollar exposed to the same underlying securities.

SCHB unmatched 45.7% Shared 54.2% SUSA unmatched 45.7%

Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.

In SCHB only
2,213 positions
Shared
192 positions
In SUSA only
1 positions

Side by side

SCHB

Schwab U.S. Broad Market ETF

Schwab · US Total Market

91 composite / 100
Expense ratio
0.030%
Net assets
$44.43B
TTM yield
1.05%
Top-10 conc.
34.9%
SUSA

iShares ESG Optimized MSCI USA ETF

iShares · US Total Market

79 composite / 100
Expense ratio
0.25%
Net assets
$4.04B
TTM yield
0.83%
Top-10 conc.
33.2%

Sub-score comparison

97
Cost
75
88
Tax efficiency
89
100
Liquidity
83
64
Concentration
67
—
Tracking quality
—
SCHB sub-score SUSA

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

SCHB is 22 bps cheaper than SUSA. On a $100,000 position that's about $220/yr more in fees for SUSA.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with SCHB vs SUSA.

Top shared holdings

192 shared in total
# Holding In SCHB In SUSA Overlap
1 NVIDIA Corp 7.02% 7.35% 7.02%
2 Apple Inc 6.26% 6.67% 6.26%
3 Microsoft Corp 4.57% 4.86% 4.57%
4 Broadcom Inc 2.90% 2.73% 2.73%
5 Alphabet Inc 3.03% 2.59% 2.59%
6 Alphabet Inc 2.41% 3.42% 2.41%
7 Micron Technology Inc 1.49% 1.38% 1.38%
8 Tesla Inc 1.68% 1.36% 1.36%
9 Eli Lilly & Co 1.20% 1.41% 1.20%
10 Advanced Micro Devices Inc 1.15% 1.33% 1.15%
11 Visa Inc 0.75% 1.10% 0.75%
12 Intel Corp 0.74% 0.68% 0.68%

Only in SCHB

2,213 total
  • Amazon.com Inc 3.62%
  • Meta Platforms Inc 1.89%
  • Berkshire Hathaway Inc 1.19%
  • JPMorgan Chase & Co 1.10%
  • Exxon Mobil Corp 0.83%
  • Johnson & Johnson 0.74%
  • Walmart Inc 0.69%
  • AbbVie Inc 0.53%
  • Palantir Technologies Inc 0.49%
  • UnitedHealth Group Inc 0.47%

Only in SUSA

1 total
  • MercadoLibre, Inc. 0.31%

Percentages are holdings overlap with the named fund.

Open SCHB or SUSA at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see /methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.